KITCES DIGITAL MARKETING SUMMIT
See Behind the Scenes of Successful Advisor Marketing
May 13, 2021 • 12:00 – 4:00 p.m. ET
Plus Community Conversation 4:00 – 5:30 p.m.
$397 per ticket; 25% off for Kitces Premier Members
See What Digital Marketing Looks Like
When It's Done Well
Instead of telling you what you should do, our Kitces Summit guests will actually show you what actions they’ve taken to execute their digital marketing funnel, so you can see what’s really possible for yourself.
Digital marketing has been on the rise for financial advisors for more than a decade, from email newsletters to social media to search engine optimization. Yet a recent Kitces Research study still shows a wide range of results when it comes to various digital marketing strategies and an even wider range of results between what “standout” digital marketers achieve relative to any other financial advisor.
At the Kitces Digital Marketing Summit, you’ll have a chance to see what successful digital marketing looks like, with a unique behind the scenes look at real financial advisors' efforts across all stages of the digital marketing funnel. No vendors. No sponsors. Just a series of 30-minute real conversations between our co-hosts – Michael Kitces and Taylor Schulte – and our expert guests, financial advisors who will screenshare their actual digital marketing tools and systems and show what makes the marketing funnel work.
What A Summit Pass Includes
See advisor marketing success at each stage of the marketing funnel.
Talk with Michael, Taylor, and other advisors after the Summit and compare notes.
Review sessions on your time and implement your own marketing plan.
Handouts that help you capture key takeaways and make a plan of action.
Post-event recap notes that outline important details you may have missed.
Marketing Platform Map
Resource map of the solutions our guests use to achieve their marketing success.
Cohosted By Leaders
Who've Learned The Lessons
Structured marketing matters. It's more than spending money; it's investing in your practice and should generate a return on your marketing investment. Michael and Taylor will keep each session focused on what matters most to advisors - what advisors are doing that works and how they measure the efficacy of their marketing efforts.
Founder & Editor in Chief
Founder & CEO
Master The Marketing Funnel
When it comes to marketing, there's no one "thing" advisors can do to attract and win clients, because turning strangers into leads and then into prospects and finally clients is a multi-stage process. But there is one rubric to follow: The Marketing Funnel.
The Kitces Marketing Summit will focus on what success looks like at every stage of the marketing funnel and help you see new possibilities about how to leverage your dollars at each point along the way.
Top of Funnel
It doesn’t matter how good your website is if no one sees it. See what it takes to get noticed with SEO and Facebook advertising.
Middle of Funnel
Few prospects are ready to hire you the first time they visit. See what it takes to engage them with blogging and email marketing to keep them coming back.
Bottom of Funnel
Even a good list of leads needs a nudge to become clients; see what it takes to build systems that both standardize the process and specialize the experience for every prospect.
Each guest will focus on real-world examples of what advisors can do at every stage of the marketing funnel to attract clients, establish trust, and build loyalty.
(click on guest to learn more about them)
Quantum Leap Systems, LLC
Founder & CEO
Financially Wise Inc.
Chief Investment Officer
Integrated Planning and
Wealth Management, LLC
Ritholz Wealth Management